Number of Shares
123,948.00
Current Holdings Value*
$4.88 Mil
% of Portfolio
1.41%
Total Estimate Gain
$729,160.40
% of Total Estimate Gain
15.53%

Mason & Associates, LLC's SPDR Portfolio Emerging Markets ETF Holding Summary

As of 2025-03-31, Mason & Associates, LLC held 123,948.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $4.88 Mil. This investment constitutes 1.41% of their stock portfolio, and Mason & Associates, LLC now holds 0.05% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.

The initial trade took place in 2024Q2. And since then Mason & Associates, LLC has made 3 purchases of SPEM, at an average price of $37.62, for a total of 124,800.00 shares. In addition, there have been 1 sales at an average price of $38.35 for 852.00 shares. Based on historical transaction data and SPEM's current price of $43.50, Mason & Associates, LLC's estimated gain on his SPEM holdings is $729,160.40, reflecting a 15.53% gain to date.

Mason & Associates, LLC SPEM ($43.50) Holding Chart

Mason & Associates, LLC SPEM ($43.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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